Five Star award winner John G. Beckett, CRPC®

PROFESSIONAL PROFILE

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John G. Beckett, CRPC^®

Managing Director

Beckett Wealth Management Group

10000 Lincoln Drive East, Suite 201

Marlton, NJ 08053

Office: 856-427-4183

john@beckettwm.com
www.beckettwm.com

Professional Approach

Our goal at Beckett Wealth Management Group is to be your most trusted advisor through our professional knowledge, our integrity and our personalized service. Beckett Wealth Management was founded on traditional values; hard work, quality, loyalty and personal service.

Our most deeply held principle at Beckett Wealth Management Group is that clients come first, and we are proud to be part of that tradition. To help you meet your financial objectives and build your wealth, we first listen to your personal goals, and then offer effective approaches to pursue them.

We will walk you through a step-by-step process to develop a customized strategy plan. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound retirement program based on your choices.

At Beckett Wealth Managment Group, we have unparalleled resources that include planning resources, investment strategies and state-of-the-art technology designed to streamline any financial picture. Let us put them to work for you.

Please consider making an appointment with Beckett Wealth Management Group so you can.................................................... "Experience What Makes Us Different".

See Accomplishments

This award was issued on 11/1/20 by Five Star Professional (FSP) for the time period 02/10/2020 through 09/11/2020. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4148 Philadelphia-area wealth managers were considered for the award; 366 (9% of candidates) were named 2020 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2019: 3910, 437, 11%, 11/1/19, 2/11/19 - 9/20/19; 2018: 3721, 439, 12%, 11/1/18, 2/20/18 - 9/19/18; 2017: 3022, 437, 14%, 11/1/17, 1/20/17 - 9/8/17; 2016: 2671, 660, 25%, 10/1/16, 3/5/16 - 10/7/16; 2015: 4696, 805, 17%, 11/1/15, 3/5/15 - 9/9/15; 2014: 4438, 856, 19%, 11/1/14, 3/5/13 - 9/9/13; 2013: 3354, 934, 28%, 10/1/13, 3/5/12 - 9/9/12; 2012: 2847, 773, 27%, 11/1/12, 3/5/11 - 9/9/11.

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Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Summit Financial Group, Inc., a registered investment adviser. Summit and Cetera are affiliated and under separate ownership from any other named entity. 10000 LINCOLN DRIVE EAST, SUITE 201, MARLTON, NJ 08053

The Five Star Wealth Management Award, issued by Five Star Professional, a third party research firm, identifies 7% of wealth managers within a local region who satisfy objective eligibility and evaluation criteria associated with providing quality services to clients. FIVE STAR award recipients were nominated by either their broker/dealer or peers. Factors considered include: a minimum of five years of experience in the financial services industry, acceptance of new clients, one year and five year retention rates, number of client households, and client assets under management. A favorable regulatory and complaint history is defined by Five Star Professional to mean that the wealth manager has not: been subject to a regulatory action that resulted in a license or registration being suspended or revoked, or payment of a fine, had more than a total of three settled or pending customer complaints filed against them (excluding dismissed complaints) with any regulatory authority or through Five Star Professional's consumer complaint process, individually contributed to a financial settlement of a customer complaint, filed for personal bankruptcy, been convicted of a felony. Recognition from rating services or publications is no guarantee of future investment success. Working with a Five Star advisor does not ensure that a client or prospective client will experience a higher level of performance or results. The inclusion of a wealth manager on The FIVE STAR Wealth Manager Award list should not be construed as an endorsement of the adviser by any client nor are they representative of any one client's evaluation. For more information on the Five Star Award and the research/selection methodology, please visit www.fivestarprofessional.com.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.